Assets Under Management
$21.0B
Number of Clients
1,759
Number of Advisors
39
Average Client AUM
$11.9M
AUM per Advisor
$538.3M
Compensation
Fee-Only (AUM)
Hirtle Callaghan offers discretionary investment advisory services to individuals, families, trusts, estates, pension plans, charitable organizations, endowments, foundations, and similar institutions. They act as the Chief Investment Office for clients, allocating capital to asset classes, investment strategies, and independent specialist managers. Their CIO Solution includes planning, implementation, supervision, and reporting. They utilize pooled investment vehicles like HC Capital Trust and Separately Managed Accounts.
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998